Trainee Financial Planner / Financial Planner

Full Time
CBD Belapur - Navi Mumbai

Company Name :Ladder7 Wealth Planners P. Ltd.

Company Website :

Company Profile (in short):Ladder7 Wealth Planners P. Ltd is fee-only SEBI Registered RIA. We started off in financial planning and advisory in 2004 and is one of the most respected names in the financial advisory business.

Number of Position : 2

Job Profile & Responsibilities: This position would allow the candidate to learn true financial planning/ advisory in a RIA firm. Training & mentoring assistance provided would be invaluable for the future career progression of the candidate. The candidate would over-time get hands-on experience in doing financial plans & offering advisories.

This is a true advisory position & there is no sales involved.

Financial Planner candidates would be eased into the advisory role immediately. Financial Planning Trainees will be under training for 3-6 months after which they will slowly be eased into financial advisory roles.

The candidate is expected to have sound knowledge on financial planning & allied finance areas, which we will build on.

We are looking for candidates with excellent oral and written communication skills in English.

Knowledge of Hindi, Marathi and other regional languages is a plus.

Desired Candidate Profile :

We need candidates who can comply with RIA regulation.

Ideal candidate would be a Post graduates/ Professional Qualifications with 2 years experience ( any financial experience will do – like a MF dist., Insurance Agent, accounting etc. for compliance purposes ) and CFP certification / NISM 10A/10B.

CFP certification should be through regular pathway only & NISM 10A/10B as per the new Amendment.

Candidates less than 30 years of age are preferred.

Candidates who are from Central & Harbour lines would be preferred. Outstation candidates are welcome to apply if they are willing to relocate to Navi Mumbai.

Freshers are Welcome.

Salary Range : Will be as per the merits of the case.

Additional Details : Candidates will need to go through a test and interview as part of the selection process

Hiring Manager Details:

Prateek Patani

[email protected] & [email protected]